See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,851 | $81,900+85.4% | $119,609+27.0% | $68,494+121.7% |
| Participation rate | 51.0% | 71.9%-20.9pp | 79.3%-28.2pp | 67.9%-16.8pp |
| Annual return | -19.53% | -23.82%+4.3pp | -14.97%-4.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,134 | $2,693-20.8% | $4,232-49.6% | $2,596-17.8% |
| Participant deferral / active EE | $5,071 | $4,148+22.3% | $5,602-9.5% | $4,027+25.9% |
| Admin fee / account holder | $2,926 | $6,582-55.5% | $10,323-71.7% | $5,403-45.8% |